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The Wise Inheritor's Guide to Freedom from Wealth

The Wise Inheritor's Guide to Freedom from Wealth
Author: Charles A. Lowenhaupt
Publisher: Bloomsbury Publishing USA
Total Pages: 178
Release: 2018-09-07
Genre: Business & Economics
ISBN:

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Wealth should never consume or imprison the wealth holder, but it can. This book provides solutions to the issues many wealth inheritors encounter, including problems with trust, family wealth secrets, and family legacy. The next generation may witness one of the largest transfers of wealth in history. By one estimate, millennials and Generation Z are set to inherit $30 trillion over the next 30 years. The sudden inheritance of significant wealth creates a variety of challenges that seem counterintuitive and can be difficult to understand and deal with, making inheritors of wealth feel isolated from friends and colleagues. Meanwhile, the wealth industry is fed by revenue paid by wealth owners, not inheritors, causing misalignment of priorities and generational conflict. The Wise Inheritor's Guide to Freedom from Wealth helps readers to put their new wealth in perspective, preparing them to lead inspired lives of self-actualization and freedom. As a third-generation wealth counselor and industry leader, Charles A. Lowenhaupt has helped wealth creators and inheritors to manage almost every imaginable challenge, including marital tension, family dysfunction, and addiction. Few people actually have the knowledge and experience to figure out the purpose of wealth and set it on its course. In this book, he helps wealth inheritors to develop a healthy relationship with wealth at a young age, thus enabling readers to live in harmony with both their wealth and their families.


Navigating the Dark Side of Wealth

Navigating the Dark Side of Wealth
Author: Thayer Cheatham Willis
Publisher:
Total Pages: 0
Release: 2003
Genre: Estate planning
ISBN:

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Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth

Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth
Author: Charles Lowenhaupt
Publisher: McGraw Hill Professional
Total Pages: 257
Release: 2011-09-23
Genre: Business & Economics
ISBN: 0071777628

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Proven strategies for meeting the unique—and increasingly complex—challenges of private wealth management Whether you’re a money manager or managing your own wealth, Freedom from Wealth provides the tools you need to improve the management of a family fortune in today's increasingly globalized financial landscape. The authors reveal new, global, measurable standards to ensure that wealth is managed in accordance with industry best practices. They call for families to adopt the standards and name a Standards Director who can oversee their implementation, arguing that these standards help prevent the fraud and financial chicanery that produced the Madoff scandal and other recent wealth-management improprieties. Charles A. Lowenhaupt is the founder, chairman, president, and CEO of Lowenhaupt Global Advisors and a managing member of Lowenhaupt & Chasnoff, LLC, the first U.S. law firm to concentrate in tax law, which was established by his grandfather in 1908. Donald B. Trone is the CEO of Strategic Ethos and former Director of the U.S. Coast Guard Academy Institute for Leadership. In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA Advisory Council.


The Wise Inheritor

The Wise Inheritor
Author: Ann Perry
Publisher: Currency
Total Pages: 288
Release: 2003-06-10
Genre: Business & Economics
ISBN: 076791645X

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The complete guide for managing the financial, legal, and emotional issues of inheritances large and small. A death in the family is never easy, but receiving an inheritance, whether expected or not, can leave heirs feeling overwhelmed and even guilty at this change in their fortunes. Ann Perry’s insightful examination of the challenges make managing a bequest a little easier. Combining her practical know-how as a personal finance writer, the expertise of financial advisors, attorneys, and psychologists, and the wisdom gained from her personal inheritance experience, Perry deftly deals with such touchy subjects as selling the family homestead, divvying up property in “blended families,” parceling out heirlooms, dividing a family business, and sharing—or not sharing—an inheritance with a spouse. With refreshing candor, Perry addresses the guilt, grief, and unrealistic fantasies that can keep heirs from making the most of their windfalls, and also explores the unique, even life-changing, opportunities that a bequest can present. An excellent tool for estate planning, as well, this is essential reading for those who are writing their wills as well as those who are remembered in one.


Raised Healthy, Wealthy, and Wise

Raised Healthy, Wealthy, and Wise
Author: Coventry Edwards-Pitt
Publisher:
Total Pages: 179
Release: 2014-06-01
Genre: Heirs
ISBN: 9780996056304

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"At a certain level of wealth, money makes parenting harder, not easier. Raised Healthy, Wealthy & Wise breaks new ground in the field of raising children amid wealth by hearing from the success stories: real-life children raised with wealth now grown into happy, healthy, and productive adults." --From inside cover.


Splitting Heirs

Splitting Heirs
Author: Ron Blue
Publisher: Moody Publishers
Total Pages: 215
Release: 2008-01-01
Genre: Business & Economics
ISBN: 0802480780

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Finish well. That is what we are called to do in Scripture, but where will our money and possessions finish? The Bible has the principles that provide answers to the challenge of parenting and passing along an in heritage. Within the next decade, over ONE TRILLION DOLLARS will change hands from one generation to the next. Individuals with adult children will need to transfer that wealth without ruining their heirs' lives. Ron Blue, an authority on personal and business finance, will help: ~Identify exactly how much money would be transferred were the reader to die today ~Identify the need for creating a will ~Identify tax-wise financial planning ~Teach the way to leave money without creating an unhealthy dependence


The Inheritor's Handbook

The Inheritor's Handbook
Author: Dan Rottenberg
Publisher:
Total Pages: 214
Release: 1999
Genre: Business & Economics
ISBN: 9781576600511

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Examines the financial and personal issues facing those receiving an inheritance, discussing wills, trust options, communicating with financial advisers, and managing wealth wisely


Making Millions For Dummies

Making Millions For Dummies
Author: Robert Doyen
Publisher: John Wiley & Sons
Total Pages: 390
Release: 2009-01-06
Genre: Business & Economics
ISBN: 0470464550

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The must-have guide to achieving great wealth Making Millions For Dummies lays out in simple, easy-to-understand steps the best ways to achieve wealth. Through a proven methodology of saving, building a successful business, smart investing, and carefully managing assets, this up-front, reliable guide shows readers how to achieve millionaire or multimillionaire status. It provides the lowdown on making wise financial decisions, with guidance on managing investments and inheritances, minimizing taxes, making money grow, and, most important, how to avoid common and costly financial mistakes. Millionaire wannabes will see how to maintain financial security throughout their life with this easy-to-follow road map to financial independence. For individuals who yearn to make millions but don't want to be restricted to owning or running a business, the book features other options, such as inventing and patenting the next big thing, consulting, selling high-value collectibles, and flipping or owning real estate.


Secrets of the Wealthy

Secrets of the Wealthy
Author: Jacob Rion Moore
Publisher: Createspace Independent Publishing Platform
Total Pages: 42
Release: 2016-07-10
Genre:
ISBN: 9781535205740

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Secrets of the Wealthy is your guide to Freedom. Freedom of time, freedom of money, freedom to wealth. In this book you will learn the secrets the wealthy don't want you to know. What you do with those secrets will determine the rest of your life.